OUR LATEST – CORPORATE RETIREMENT PLANS

October 2019 Investment Perspectives

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Our experts comment on the recent yield curve, estate planning and more.

Upside Down

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Making Sense of the Recent Yield Curve

The Fiduciary Rule: What It Means For You

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We have served our clients with a fiduciary duty since our founding in 1981.

July 2019 Investment Perspectives

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Our experts comment on the stock markets, estate planning, taxes and more.

The New Tax Law & the Economics of Divorce

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Understand the new tax law before untying the knot

Trying Not To Be a Dodo

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Changing Political Climate Threatens Fiscal Conservative Species

Is Fiscal Discipline Extinct? - Bob's Market Observations

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Does anyone care about government spending and debt? And who will pay the bill?

How Health Problems Become Wealth Problems

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Effective retirement planning involves being healthy. Learn how to protect your wealth and your health after you retire.
SPOUSAL SOCIAL SECURITY

Collecting Spousal Social Security Benefits

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Social Security benefits are an important component to retirement planning. Here's what you need to know about receiving Social Security on your spouse.

Staying on The Yellow Brick Road

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Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa's article.

Beyond Our Borders: Why You Should Be Investing in International Markets

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It is important to invest in international stocks. Here's why.

DPOA: A Document With Super Powers

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A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.

April 2019 Investment Perspectives

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Our experts comment on the stock markets, retirement planning, financial planning, taxes and more.

Playing Hoops With the IRS

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Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.

Happy Birthday, Batman!

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Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?

My Aunt's Close Call - Bob's Market Observations

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Luckily, one day, Bob discovered that a beneficiary document his aunt signed could put her estate plan at risk of entering the troubled probate waters.

2019 Taxes Cheat Sheet

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Easily find out how much you owe the IRS on income taxes, long-term investment capital gains taxes, or trust taxes. A printable cheat sheet to keep on your desk.

Jobs of the Future - Bob's Market Observations

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"Many jobs in the future aren't even in existence today." Are we unprepared for what's coming? Read more.

Investment Perspectives January 2019

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Interest rates, market corrections, oil prices, Alzheimer's, financial abuse and more. Check out our latest articles.

Alzheimer’s and Dementia Patients Are Easy Prey For Scammers

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Each day, Alzheimer's or dementia patients are at a high risk of being financially exploited. Learn how to spot it and how to prevent it.

"Drill, Baby, Drill"

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The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?

The Return of Volatility

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It was a challenging year for investors. We wrapped up 2018 with a second 10% correction for the year. What's driving investor anxiety and how does 2019 look like for the markets?

Cracking The Medicare Code

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What You Need To Know Before Signing Up for Medical Coverage.

A Christmas Gift to Your Future Self

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Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2019 towards your retirement plan.
retirement planning with spouse

Qualified Charitable Distribution

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Maximize your charitable gifts while saving on Medicare, income taxes and Social Security. Learn how making contributions directly from your Individual Retirement Account (IRA) can be good for the nonprofit and for your pocket.

October 2018 Investment Perspectives

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Tariff war, how to handle difficult estate plan conversations, qualified charitable distributions, and more. Check out our October newsletter.

Tariffs And Raisins - Children Pick Up On The Darndest Things

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The Trump administration recently imposed steep tariffs on several countries, including China. In retaliation, China imposed tariffs on American products. This isn't the first time the U.S. grapples with competitive tariffs, though. Learn more about our country's history of tariff conflicts and the current conflict's impact on our economy.
tax review personell

The Certainty of Taxes in Retirement

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Many retirees mistakenly believe that once they retire they won't have to pay taxes anymore. Your retirement success depends on planning carefully your income and taxes. Read article.
retirement planning with spouse

Catching Up with Your Retirement Savings

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Most Americans don't have enough saved for retirement. Is your nest eggs not where it should be? Are you not maxing out your 401(k) contributions? Don't panic. There's still time to catch up with a few strategies and enjoy financial peace of mind soon.

Decrypting the Bitcoin Bubble

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The cryptocurrency's meteoric rise in 2017 had the investment community in awe. Today, the Bitcoin phenomenon has turned into a bloodbath. Investors' confidence is gone. Read an interview with Senior Vice President Michael Abboud about Bitcoin's rise and fall.

Tax Reform: How It Affects You

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Congress recently passed the largest piece of tax reform legislation in more than three decades. The bill affects most taxpayers. One area is the ability to deduct charitable contributions. Vice President Emily Crain broke it down to what you need to know.

July 2018 Investment Perspectives

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Cryptocurrencies' bubble, Tax Reform, catching up with your retirement and more.

Top 5 Retirement Planning Mistakes

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Along with getting married and having kids, retiring is one of the most serious decisions you will make in life. If you plan carefully, your retirement years can be filled with joy and financial independence. But the alternative can lead you to serious financial problems. Here are our top 5 retirement planning mistakes to avoid in order to achieve a successful retirement.
retirement planning with spouse

Why You Might Want Both a Traditional 401(k) and a Roth

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Planning for retirement involves balancing what you're willing to set aside now with what you'll pay in taxes while in retirement. Splitting your retirement savings between a traditional 401(k) and a Roth 401(k) — or IRA — is sound planning.

Taking Shortcuts on Retirement

Deciding when to retire is a very important financial decision. Some choose to retire later in life.
retirement planning with spouse

Roth Rules

How to Make a Roth Work for You

Fees Matter

In Debi Combs article, Fees Matter, she explains the importance of knowing what fees are being charged in your 401(k) plan and how those fees can effect your bottom line at retirement.
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